Strategic Advisory Board


Esteemed Group of Leaders in the Bank, Financial Services, and Insurance Industries to Help Maximize Product Potential

Michael R. Veale

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Advisory Board Member

A Senior information services executive with 50 years’ experience in all dimensions of information technology strategy and implementation with in-depth experience leveraging technology in the banking and manufacturing industries.

A former Senior Technology Officer, Architecture and Strategy at Barclays and VP/Managing Director, Technology Architecture & Planning – Global Consumer Group-International for Citigroup, he is an excellent communicator and facilitator with experience in complex, global organizations. An impact player with the proven ability to link business and technology, define enabling technology strategies, and deliver maximum return on technology investment. Recognized leader in technology strategy, organizational design and development, system architecture, program management and software development. An articulate technology leader with a strong international background and an ability to create vision, strategy, and commitment, while possessing the discipline and tenacity to plan and deliver major business programs.

Josee Deroy

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Advisory Board Member

Josée Deroy is a senior-level actuary and a recognized expert in banking, insurance, reinsurance, and consulting with decades of experience in developing, and driving the evolution of savings and retirement solutions for corporates and individuals.  


In her career, she has been a key stakeholder and business partner to Finance, Product Development, Risk Management, Revenue, Servicing, Underwriting, Claims, and Technology teams at a tactical and strategic level.  


As a Client champion, she has driven the achievement of financial targets while maintaining a balance with revenue and risk management goals.  In addition, her executive experience has helped her lead the development and continuous enhancement of all relevant Insurance P&L inputs to the financial operating models.  She has worked for global organizations such as Willis Towers Watson, Swiss Re, AXA, Nationwide, BNP Paribas, HSBC, MetLife, and IBM across jurisdictions with assignments in Canada, France, Luxembourg, the Netherlands, and the USA.

Craig Iskowitz


Advisory Board Member

The CEO and founder of Ezra Group, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity, and fintech firms. Craig has over 30 years of experience in financial services and is a recognized expert on fee-based advisory platforms and wealth management technology.


Before founding Ezra Group in 2005, Craig worked at Broadridge Financial for almost ten years in a number of technology and leadership roles.


Craig is also the publisher of WealthTech Today, a blog and podcast offering insights on the latest technology trends across the wealth, asset, and investment management industries. 

Henry Zelikovsky

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Advisory Board Member

The CTO, VP of Software Engineering for Starpoint Solutions. Henry’s experience lies in organizing and managing systems software and business applications development and integration into technology solutions across industries.


Significant focus has been placed on problem analysis and innovation in seeking optimal, effective solutions, resulting in the creation of several platform software-as-a-service and tools offerings for real-time decision support, data management, predictive data analytics, and complex event processing.  Managing software engineering teams, globally, creating platform services and custom solutions, specific to industries and industry segments, as well as, providing professional advice on strategic placement of technology for business operations.